Advisor at Asset Management Advisors, LLC
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Firm
Asset Management Advisors, LLC
Location
Oklahoma City, OK 73118
Credentials
Series 65
Industry experience
29 years
Jerry Williams is a financial advisor at Asset Management Advisors, LLC in Oklahoma City, Oklahoma. He holds a Series 65 designation and has 29 years of industry experience, including over 30 years with his current firm. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, family entities, trusts, corporations, and retirement plans. The firm manages oil and gas interests for clients and employs a value-oriented, total-return approach with concentrated portfolios, emphasizing fundamental analysis and capital preservation.
Based on Asset Management Advisors, LLC
Fixed fees apply for Family Office and Oil and Gas Management services; fee schedules available upon request.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%
Hourly charges apply for Family Office and Oil and Gas Management services; fee schedules available upon request.
Account minimum: $1,000,000 Fee-only: AMA is a fee-only investment advisor.
6307 Waterford Blvd Ste 200
Oklahoma City, OK 73118
Oklahoma · Texas
Asset Management Advisors LLC
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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